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iShares ESG Aware MSCI USA Small-Cap ETF

322 hedge funds and large institutions have $871M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0.92% more ownership

Funds ownership: 84.42%85.35% (+0.92%)

3% less funds holding

Funds holding: 333322 (-11)

16% less capital invested

Capital invested by funds: $1.03B → $871M (-$161M)

27% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 37

Holders
322
Holders Change
-11
Holders Change %
-3.3%
% of All Funds
5.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
156
Reduced
103
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
276
Sugarloaf Wealth Management
Georgia
$77K
CWA
277
Carolina Wealth Advisors
South Carolina
$66K -$67.8K -1,971 -48%
TFS
278
TrustCore Financial Services
Tennessee
$57K +$32.2K +935 +106%
TIM
279
Tortoise Investment Management
New York
$56K
TF
280
TimeScale Financial
Massachusetts
$56K +$69 +2 +0.1%
TRCT
281
Tower Research Capital (TRC)
New York
$47K -$843K -24,501 -94%
BWM
282
BerganKDV Wealth Management
Minnesota
$47K
HFA
283
HC Financial Advisors
California
$39K
SWA
284
SOA Wealth Advisors
New York
$31K +$34.1K +990 New
IRC
285
Investors Research Corp
Georgia
$30K +$20.6K +600 +165%
BC
286
Bartlett & Co
Ohio
$29K
BCWM
287
Bartlett & Co Wealth Management
Ohio
$28.8K
MA
288
MUFG Americas
New York
$28K
LFG
289
Larson Financial Group
Missouri
$26K +$103 +3 +0.4%
CWA
290
Clearview Wealth Advisors
Oregon
$23K -$1.62K -47 -6%
GRP
291
Global Retirement Partners
California
$23K -$654 -19 -3%
4FG
292
4Thought Financial Group
New York
$22K +$241 +7 +1%
ACA
293
Aptus Capital Advisors
Alabama
$22K +$4.89K +142 +25%
C
294
Covestor
United Kingdom
$19K -$1.24K -36 -6%
EWM
295
Endurance Wealth Management
Rhode Island
$18K
YAL
296
Your Advocates Ltd
Texas
$16K -$7.02K -204 -29%
WFA
297
Wells Financial Advisors
Massachusetts
$16K
ME
298
McIlrath & Eck
Washington
$16K +$17.2K +499 New
GWM
299
Geneos Wealth Management
Colorado
$14K +$1.34K +39 +10%
AF
300
Allworth Financial
California
$14K +$15.1K +440 New